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Vanguard Morningstar Growth ETF

2,155 hedge funds and large institutions have $87.5B invested in Vanguard Morningstar Growth ETF in 2024 Q2 according to their latest regulatory filings, with 175 funds opening new positions, 784 increasing their positions, 775 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $96.5M | Put options by funds: $31.3M

106% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 85

21.82% more ownership

Funds ownership: 383.57%405.39% (+22%)

16% more capital invested

Capital invested by funds: $75.3B → $87.5B (+$12.2B)

7% more funds holding in top 10

Funds holding in top 10: 375402 (+27)

3% more funds holding

Funds holding: 2,0932,155 (+62)

1% more repeat investments, than reductions

Existing positions increased: 784 | Existing positions reduced: 775

Holders
2,155
Holders Change
+62
Holders Change %
+2.96%
% of All Funds
31.12%
Holding in Top 10
402
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+7.2%
% of All Funds
5.81%
New
175
Increased
784
Reduced
775
Closed
85
Calls
$96.5M
Puts
$31.3M
Net Calls
+$65.2M
Net Calls Change
+$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
EBA
1476
Eagle Bay Advisors
New York
$617K
PFG
1477
Prosperity Financial Group
California
$615K +$36.7K +630 +7%
AI
1478
Accredited Investors
Minnesota
$615K +$575K +9,864 New
TT
1479
TI-Trust
Illinois
$613K -$9.1K -156 -2%
JIP
1480
Jaffetilchin Investment Partners
Florida
$612K -$1.75K -30 -0.3%
RFP
1481
Root Financial Partners
California
$610K -$102K -1,752 -15%
FCC
1482
Flower City Capital
New York
$603K -$39.9K -684 -7%
FWP
1483
FAS Wealth Partners
Kansas
$600K -$9.1K -156 -2%
CFAM
1484
Center For Asset Management
Florida
$600K +$350 +6 +0.1%
WP
1485
WealthPLAN Partners
Nebraska
$599K +$274K +4,692 +95%
KAS
1486
KPP Advisory Services
Kentucky
$598K -$87.8K -1,506 -14%
AWCI
1487
Alpine Woods Capital Investors
New York
$598K
PO
1488
Private Ocean
California
$598K
CAI
1489
Capital Advisors Inc
Oklahoma
$598K +$6.65K +114 +1%
CT
1490
Colonial Trust
South Carolina
$594K -$5.95K -102 -1%
TCM
1491
Traynor Capital Management
Pennsylvania
$593K -$21K -360 -4%
TCM
1492
Twele Capital Management
Minnesota
$593K -$3.15K -54 -0.6%
TPA
1493
Trivium Point Advisory
Connecticut
$589K +$547K +9,372 New
BDL
1494
Bey-Douglas LLC
Georgia
$588K +$8.05K +138 +2%
WDL
1495
Well Done LLC
Michigan
$584K
VWM
1496
Valley Wealth Managers
New Jersey
$579K
EA
1497
Ellsworth Advisors
Ohio
$578K
RB
1498
Rodgers Brothers
Pennsylvania
$577K -$1.4K -24 -0.3%
MWM
1499
Modern Wealth Management
Kansas
$574K +$166K +2,850 +45%
CW
1500
Channel Wealth
California
$574K -$27.3K -468 -5%

VUG Hedge Fund Activity: Q2 2024 in Review

2,155 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Growth ETF (VUG) for Q2 2024, worth a combined $87.5B — up 16% from $75.3B a quarter earlier.

Buyers outnumbered sellers: 175 funds opened new VUG positions and 85 closed out — a net gain of 90 holders — while 784 added to existing stakes and 775 trimmed.

The largest buyer was Axiom Advisory, adding an estimated $2.29B. The largest seller was Kensington Asset Management, exiting entirely with an estimated $127M sold.

  • 2,155 institutional investors held Vanguard Morningstar Growth ETF (VUG) as of Q2 2024, up from 2,093 in Q1 2024.
  • Funds reported $87.5B of Vanguard Morningstar Growth ETF stock for Q2 2024, up 16% quarter-over-quarter.
  • 175 funds opened new Vanguard Morningstar Growth ETF positions in Q2 2024 and 85 closed out, a net change of +90 holders.
  • The largest Vanguard Morningstar Growth ETF buyer in Q2 2024 was Axiom Advisory, an estimated $2.29B added.
  • The largest Vanguard Morningstar Growth ETF seller in Q2 2024 was Kensington Asset Management, an estimated $127M sold.

Based on aggregated 13F filings for Q2 2024.